Bedel Financial Consulting’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100
| Closed | -$20K | – | 363 |
|
|
2022
Q1 | $20K | Hold |
100
| – | – | 0.01% | 547 |
|
|
2021
Q4 | $22K | Hold |
100
| – | – | 0.01% | 547 |
|
|
2021
Q3 | $19K | Hold |
100
| – | – | 0.01% | 555 |
|
|
2021
Q2 | $19K | Hold |
100
| – | – | 0.01% | 564 |
|
|
2021
Q1 | $16K | Hold |
100
| – | – | 0.01% | 555 |
|
|
2020
Q4 | $16K | Hold |
100
| – | – | 0.01% | 475 |
|
|
2020
Q3 | $14K | Sell |
100
-225
| -69% | -$31.5K | 0.01% | 467 |
|
|
2020
Q2 | $44K | Hold |
325
| – | – | 0.02% | 291 |
|
|
2020
Q1 | $41K | Hold |
325
| – | – | 0.03% | 288 |
|
|
2019
Q4 | $55K | Hold |
325
| – | – | 0.03% | 276 |
|
|
2019
Q3 | $53K | Hold |
325
| – | – | 0.03% | 275 |
|
|
2019
Q2 | $56K | Hold |
325
| – | – | 0.03% | 267 |
|
|
2019
Q1 | $53K | Hold |
325
| – | – | 0.03% | 266 |
|
|
2018
Q4 | $46K | Hold |
325
| – | – | 0.03% | 264 |
|
|
2018
Q3 | $44K | Hold |
325
| – | – | 0.03% | 287 |
|
|
2018
Q2 | $47K | Hold |
325
| – | – | 0.03% | 273 |
|
|
2018
Q1 | $44K | Buy |
+325
| New | +$44K | 0.03% | 280 |
|